Happiness and Repurposement

Happiness and Repurposement

(Republishing a post originally published in 2017.) Just finished the book “Happiness by Design” by Paul Dolan (with a forward by the great Daniel Kahneman). I’d highly recommend the book to anyone who wants to take a deep dive with Behavioral Finance and Behavioral...
401k teams with losing records

401k teams with losing records

This is going to sound a bit like a rant, and I don’t mean for it to. But one of my pet peeves is when we call our 401(k) committee an Investment Committee rather than the Retirement Plan Committee. It seems like a small point of semantics, but words are...
The Rule of 70

The Rule of 70

Retirement is not an age.  Retirement is not a number. Retirement is a percentage.  A common misperception is that retirement is like a destination, a station along the track, a target for our journey. If only it were that simple! Retirement is not a...